Kick Ass Follow-Up
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How it works

From new lead to booked appointment, on autopilot.

Here’s exactly what happens when a lead comes in, and what your team sees along the way.

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The play-by-play

What happens after a lead hits your CRM

No more “we’ll call them back after this job.” Every lead gets the same fast, consistent first touch.

  1. A lead comes inSomeone fills out your website form, a landing page or an ad form, and the lead lands in your CRM (ActiveCampaign or HubSpot).
  2. Instant textKick Ass Follow-Up texts the lead right away so they know a real business is on it. Texts go out any time a lead comes in.
  3. AI call in about 60 secondsAn AI voice agent calls, introduces itself as your team’s assistant and has a natural conversation. Calls follow legal calling hours.
  4. QualifyIt asks the questions you care about, like project type, budget range, timeline and location, and handles the usual “how much does it cost?” with your answers.
  5. Book, route or transferGood-fit leads get an appointment on the calendar, get routed to the right person or location, or get warm-transferred to a rep.
  6. Log everythingThe recording, transcript and outcome are saved to the contact in your CRM, and show up on your dashboard.

If they don’t pick up

Persistence, built in

Up to 3 call attempts

If the lead misses the first call, Kick Ass Follow-Up tries again, so one missed call doesn’t mean a lost lead.

3-text follow-up sequence

A short, friendly text sequence keeps the conversation going and gives the lead an easy way to respond.

After hours and weekends

On Growth and Enterprise, separate after-hours and weekend coverage keeps working leads when your office is closed.

Warm transfers

Hand off hot leads while they’re still on the line

Warm transfers are included on Growth and Enterprise. Your rep never walks into a call cold, and the lead never gets dumped into voicemail.

  1. Hot lead identifiedThe AI hears the signals you defined: budget, timeline, ready to talk.
  2. Summary to your repThe rep gets a quick summary of who the lead is and what they want.
  3. Call connectsThe rep is connected to the live call and picks up the conversation.
  4. No answer?The AI tells the lead someone will call back, books a callback time and sends your team an urgent alert.

Getting started

Two ways to launch

DIY 14-day trial

Sign up, connect your CRM, set your script and go. Good if you’re comfortable with setup.

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Guided Setup ($999 one-time)

Our team handles intake, website compliance and 10DLC texting registration for you. Your trial is included.

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Quit losing leads to slow follow-up.

Start the 14-day DIY trial today, or let our team handle the setup with Guided Setup.

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